Dumont & Blake Investment Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $257K | Hold |
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|
2025
Q2 | $253K | Hold |
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|
2025
Q1 | $251K | Hold |
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|
2024
Q4 | $247K | Hold |
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|
2024
Q3 | $261K | Sell |
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|
2024
Q2 | $495K | Buy |
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|
2024
Q1 | $251K | Hold |
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|
2023
Q4 | $256K | Sell |
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|
2023
Q3 | $250K | Buy |
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|
2023
Q2 | $263K | Sell |
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|
2023
Q1 | $267K | Sell |
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|
2022
Q4 | $325K | Sell |
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|
2022
Q3 | $321K | Hold |
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|
2022
Q2 | $345K | Hold |
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|
2022
Q1 | $379K | Hold |
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|
2021
Q4 | $415K | Hold |
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|
2021
Q3 | $417K | Hold |
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|
2021
Q2 | $421K | Hold |
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|
2021
Q1 | $408K | Sell |
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|
2020
Q4 | $435K | Hold |
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|
2020
Q3 | $424K | Sell |
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|
2020
Q2 | $465K | Hold |
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|
2020
Q1 | $427K | Hold |
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|
2019
Q4 | $442K | Hold |
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|
2019
Q3 | $440K | Sell |
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|
2019
Q2 | $433K | Hold |
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|
2019
Q1 | $415K | Hold |
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|
2018
Q4 | $393K | Hold |
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|
2018
Q3 | $401K | Hold |
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|
2018
Q2 | $399K | Hold |
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|
2018
Q1 | $409K | Sell |
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|
2017
Q4 | $430K | Hold |
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|
2017
Q3 | $429K | Hold |
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|
2017
Q2 | $426K | Hold |
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|
2017
Q1 | $417K | Hold |
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|
2016
Q4 | $414K | Hold |
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|
2016
Q3 | $435K | Sell |
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|
2016
Q2 | $437K | Sell |
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|
2016
Q1 | $429K | Hold |
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|
2015
Q4 | $412K | Hold |
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|
2015
Q3 | $419K | Hold |
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|
2015
Q2 | $418K | Hold |
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|
2015
Q1 | $439K | Hold |
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|
2014
Q4 | $431K | Hold |
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|
2014
Q3 | $427K | Sell |
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|
2014
Q2 | $439K | Hold |
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|
2014
Q1 | $430K | Hold |
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|
2013
Q4 | $420K | Hold |
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|
2013
Q3 | $418K | Buy |
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